Schwab US Small-Cap ETF $SCHA is Sims Investment Management LLC’s 2nd Largest Position

Sims Investment Management LLC lessened its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,831,359 shares of the company’s stock after selling 26,596 shares during the quarter. Schwab US Small-Cap ETF accounts for approximately 18.4% of Sims Investment Management LLC’s holdings, making the stock its 2nd largest holding. Sims Investment Management LLC owned 0.27% of Schwab US Small-Cap ETF worth $52,157,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. CWA Asset Management Group LLC raised its position in shares of Schwab US Small-Cap ETF by 1.3% in the 4th quarter. CWA Asset Management Group LLC now owns 30,700 shares of the company’s stock valued at $874,000 after purchasing an additional 381 shares during the last quarter. Sprinkle Financial Consultants LLC grew its position in Schwab US Small-Cap ETF by 0.8% during the 3rd quarter. Sprinkle Financial Consultants LLC now owns 49,704 shares of the company’s stock worth $1,387,000 after purchasing an additional 384 shares during the last quarter. Sovereign Financial Group Inc. grew its position in Schwab US Small-Cap ETF by 1.9% during the 4th quarter. Sovereign Financial Group Inc. now owns 20,587 shares of the company’s stock worth $586,000 after purchasing an additional 389 shares during the last quarter. Warwick Investment Management Inc. increased its stake in Schwab US Small-Cap ETF by 0.6% during the 4th quarter. Warwick Investment Management Inc. now owns 64,336 shares of the company’s stock valued at $1,832,000 after purchasing an additional 393 shares in the last quarter. Finally, Fifth Third Bancorp increased its stake in Schwab US Small-Cap ETF by 46.0% during the 3rd quarter. Fifth Third Bancorp now owns 1,273 shares of the company’s stock valued at $36,000 after purchasing an additional 401 shares in the last quarter.

Schwab US Small-Cap ETF Trading Up 0.6%

NYSEARCA SCHA opened at $29.52 on Friday. Schwab US Small-Cap ETF has a 12-month low of $20.04 and a 12-month high of $31.25. The company has a fifty day simple moving average of $29.94 and a two-hundred day simple moving average of $29.01. The stock has a market cap of $20.32 billion, a P/E ratio of 17.65 and a beta of 1.13.

Schwab US Small-Cap ETF Profile

Schwab U.S. Small-Cap ETF (the Fund) seeks to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions.